KCS - How Do I Update a Tax on an Existing Bill?

Objective:

  • How to adjust the Tax rate on an existing invoice
  • Change amount of Tax on a bill
  • what does "Edit tax" do on a bill?
  • Update tax rate on an invoice

Environment:

  • Clio Web App

Additional Information:

Some of all items will need to have Tax 1 or Tax 2 applied for this tool to bulk update that Tax rate.

Procedure:

  1. Open the Bill
  2. Select More Actions and Edit
  3. Select Edit Tax at the top of the Edit invoice page
  4. Enter Tax amount
  5. Select Update tax on invoice

 

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